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V4: RIO Education Settings

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Table of Contents

Overview RIO Education Settings Configurable Fields

Overview

RIO Education V4 has custom settings called RIO Education Settings, which store the configuration required for automation.

These settings consist of configurations that the admin can manage for RIO Education.

To access them, go to Setup > Custom Settings > RIO Education Settings > Manage Records. 

RIO Education Settings Configurable Fields

Field Description Default Value Usage
Academic Profile Generation Type The individual academic profile generation type. Supported options are: By Individual Program Enrollment, By Identifier Mapping. 'By Individual Program Enrollment'
  • Based on the setting of this field, when an IPE is created, the trigger will decide whether to create a new Individual Academic Profile or link it to an existing one based on the mapping matches
Academic Profile Identifier Mapping A key pair mapping that maps the fields between individual program enrollment and individual academic profile in semi-colon separated value e.g., FieldA__c=FieldA__c;FieldB__c=FieldB__c. 'reduivy__Contact__c=reduivy__Contact__c;reduivy__Study_Program_Academic_Level__c=reduivy__Academic_Level__c'
  • When the Academic Profile Generation Type is set to "By Identifier Mapping," this mapping will be used to search for the existing Individual Academic Profile that the IPE should be linked to.
Academic Profile Name Format The record name format for new individual academic profile. 'Academic Profile - {reduivy__Contact_Name__c} ({reduivy__Study_Program_Academic_Level__c})'
  • The record name format used when creating a new Individual Academic Profile.
Academic Term Apply FA Batch Size Batch size of the Transcation Order queueable job for applying FA from study term (Academic Term) 50
  • When the Study Term is updated to set Apply Non-Repayable FA or Apply Repayable FA to true, this field determines the batch size when calling the queueable job to trigger the funding payment application for the related transaction orders.
Academic Term FA Disbursement Batch Size (Reserved) Batch size of the funding disbursement queueable job from study term (Academic Term) 50 Not used since v4.1 (currently v4.4), reserved for the disbursement process.
Academic Term Generate Orders Batch Size Batch size for the queueable job that updates Individual Academic Progress to generate transaction orders from the Academic Term. 50
  • When the Study Term is updated to set "Generate Transaction Orders" to true, this field determines the batch size when calling the queueable job to update all related individual academic progress records and generate transaction orders.
Administrative Account Name Format The default naming format for administrative account record. '{LastName} Administrative Account'
  • When new contacts do not have a linked account, this class will create a new account for the contact, with the account name formatted according to the value specified in this custom setting field.
Debug Mode Tick to have System.debug visible in the execution log files. Unchecked
  • The error or debug logging in each class will only be recorded if debug mode is enabled.
Default Owner Id The default owner for the records created by community user (e.g., custom community user license) in the community. CASESAFEID( $User.Id )
  • Assign the default owner to the configured user ID for records created by community users.
Enable External Portal Sync To enable the data sync to external portal Unchecked
  • The Integration Queue record will be created only when this custom setting is enabled.
Enable Record Value Translation To enable record value translation which will create and link a new translation map when new records are created. Unchecked
  • The Transaction Map and Translation records will be created only when this custom setting is enabled.
Enable RIO Education Indicates that the app is enabled. This is used to enable/disable trigger controllers. Checked
  • The trigger controllers will run only if this custom setting is enabled.
Exclude GPA For Repeated Unit Exclude the non best attempt repeated individual enrollment from GPA calculation. Unchecked
  • Non–best-attempt Individual Enrollments will be set to exclude GPA calculation if this custom setting is set to true, and vice versa.
Faculty Permission Set Ids A list of permission set id for faculty separated by semi-colon. -

-

Faculty Profile Id Faculty user profile id. -

-

File Rendition Url Salesforce Default Content Location URL '/sfc/servlet.shepherd/version/renditionDownload?rendition=THUMB720BY480&versionId={0}&contentId={1}'
  • Stores the default content location URL, such as the contact profile picture or record picture.
Integration Queue Batch Size The batch size for integration queue queuable job to sync the records to external portal. 50
  • When an Integration Queue record is created or updated to meet the criteria, this field determines the batch size used to perform the callout to sync the record to the external portal.
License Schedule Job Frequency The time to execute the license checking job in Salesforce cron expression, e.g., '0 0 12 ? * TUE' for every Tuesday at 12 PM. By default, the job will run every Sunday at 12 AM. '0 0 0 ? * SUN'
  • Manages the frequency of the RIO Education License usage calculation within the org.
Maximum Sequence Number Maximum sequence number for a contact 500
  • Determines the maximum sequence number that a contact can have.
Notification Type Id Custom notification type id to be used for notification. -
  • When using the session scheduler and sending announcements through other channel types, this field determines the notification type, which may require customization.
Preserve pre-enrollment waitlist date Preserves the waitlist date when moving enrollment status from enrollment requested to waitlisted Checked
  • When this is enabled, if an Individual Session Enrollment or Individual Enrollment's enrollment status is updated from Enrollment Requested to Waitlisted, the Waitlisted field will not be updated if it already has a date.
Student Permission Set Ids A list of permission set id for student separated by semi-colon. -

-

Student Profile Id Student user profile id. -

-

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